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Essential Planning’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Essential Planning’s Portfolio PFF Stock Details PFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20,605
Closed -$673K – 240
2024
Q4 		$673K Buy
+20,605
New +$673K ﹤0.01% 250

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Essential Planning's PFF Position: Q1 2025 in Review

Essential Planning sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2025, closing a stake of 20,605 shares — an estimated $673K sold.

Essential Planning first reported a position in PFF in Q4 2024 and held it in 1 quarter. The position peaked at $673K in Q4 2024. 1,025 funds tracked by Wall St. Rank hold PFF as of Q1 2025.

  • Essential Planning reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 20,605 iShares Preferred and Income Securities ETF shares in Q1 2025, an estimated $673K.
  • Essential Planning first reported a position in iShares Preferred and Income Securities ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's iShares Preferred and Income Securities ETF position peaked at $673K in Q4 2024.
  • 1,025 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.